TALBROAUTONSE8 February 2023

Talbros Automotive Components Limited has informed the Exchange about Investor Presentation

Talbros Automotive Components Limited

Talbros Automotive Components Ltd. w w w . t a l b r o s . c o m

8th February, 2023

The Bombay Stock Exchange Ltd. Phiroze Jeejeebhoy Towers, Dalai Street, Fort Mumbai - 400 001

The National Stock Exchange of India Ltd. Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051

Scrip Code - 505160

Company Code - TALBROAUTO

Sub: 03 & 9M FY23 Investor Presentation

Dear Sir/ Madam,

Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith Q3 & 9M FY23 Investor Presentation.

The Investor Presentation will also be available on the website of https;//www.talbros.com.

the Company at

This is for your information and record.

Thanking you,

Yours Sincerely For Talbros Automotive Components Limited

Seema Narang Company Secretary

regd. Office : 14/1, mathura road, faridabad-121003 haryana, india . ph: + 91 129 2275434/35/36/37 . fax : +91 129 2277240, 2272263 . e-mail: talbros@talbros.com CIN : L29199HR1956PLC033107

TALBROS AUTOMOTIVE COMPONENTS LIMITED

D(pry

*»

Q 3 & 9 M F Y 2 3 I NV ESTOR P R ES ENTATIO N F e b r u a r y 2 0 2 3

Safe Harbor

This presentation and the accompanying slides (the “Presentation”), which have been prepared by Talbros Automotive Components Limited (the “Company”), have

been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not

form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by

means of a statutory offering document containing detailed information about the Company.

This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation

or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this

Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the

contents of, or any omission from, this Presentation is expressly excluded.

This presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability, which are subject to a

number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. The risks and uncertainties relating to

these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic

and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to

manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The company

does not undertake to make any announcement in case any of these forward looking statements become materially incorrect in future or update any forward looking

statements made from time to time by or on behalf of the company.

Talbros Automotive Components Ltd (TACL) - Group

Product Portfolio

Entities

TACL Group Turnover*(Rs. Crs)

9M FY22

9M FY23

Gaskets

TACL Standalone

Nippon Leakless Talbros Pvt Ltd

Forgings

TACL Standalone

280

156

Chassis Components

Anti Vibration Products & Hoses

Marelli Talbros Chassis Systems Pvt Ltd

115

Talbros Marugo Rubber Pvt Ltd

9M FY22 644

315

160

155

9M FY23 755

* Includes Other Income

Including Total Share of JV

New Multi year orders worth over “Rs. 1000 crores received

TACL has received new multi years orders over Rs. 1,000 crores from both, domestic and overseas customers across its business divisions, product segments and JVs. These orders are to be executed over a period of next 5 years covering the company's product lines – gaskets, heat shields, forgings and chassis. These orders will help us increase our share with existing customers and new customers across geographies thereby gaining market share in coming years.

~Rs. 400 Crs.

~Rs. 420 Crs.

~Rs. 150 Crs.

~Rs. 60 Crs.

The order spans across newly invested technologies such as heat shields for which we have secured new customers in the Domestic PV space.

The Company has received orders from a new overseas customer through which we have entered in the Agri, Construction & off- road segment.

18% account for Electric Vehicles segment for leading domestic OEM for PV Segment.

Orders received from a leading established domestic OEM for the Electric Vehicles (EV) for over Rs. 160 crores over 5 years.

Received orders from new customers for multiple auto parts for multiple applications.

Received orders from new OEM customers in the non-automotive segment for export markets.

Orders received through its JV: Talbros Marugo Rubber for Rubber Hoses which will be directly used to facilitate the E20 fuel mechanism from multiple passenger vehicle OEMs in India.

The Government of India has laid down a target of achieving 20% ethanol blending in petrol by 2025 which will be known as E20. With the use of Biofuel, it will help reduce pollution levels and imports of crude oil in our country.

J \

Orders received in the heat shield business from a leading passenger vehicle (PV) OEM in India.

This order will help us increase our domestic market share which will help us grow in the coming years.

Q3 FY23 Consolidated Performance Highlights

Total Income from Operations

EBITDA

Profit After Tax*

150.5

159.7

20.8

23.8

13.7

11.1

Q3FY22

Q3FY23

Q3FY22

Q3FY23

Q3FY22

Q3FY23

+6%

+14%

+24%

Rs. Crores

^ Includes Other Income

* Excludes Exceptional Items

9M FY23 Consolidated Performance Highlights

Total Income from Operations

EBITDA

Profit After Tax*

435.0

476.5

60.3

66.7

38.7

32.2

9MFY22

9MF23

9MFY22

9MFY23

9MFY22

9MFY23

+10%

+11%

+20%

Rs. Crores

^ Includes Other Income

* Excludes Exceptional Items

Q3 FY23 Standalone Business Performance Highlights

Total Income from Operations

EBITDA

s t e k s a G

s g n g r o F

101.4

102.4

14.6

14.4

+1%

-2%

Q3FY22

Q3FY23

Q3FY22

Q3FY23

Total Income from Operations

49.3

56.9

EBITDA

9.5

+15%

6.1

+55%

Q3FY22

Q3FY23

Q3FY22

Q3FY23

Rs. Crores

Includes Other Income

9M FY23 Standalone Business Performance Highlights

Total Income from Operations

EBITDA

s t e k s a G

s g n g r o F

280.3

315.5

38.5

42.9

+13%

+12%

9MFY22

9MFY23

9MFY22

9MFY23

Total Income from Operations

EBITDA

155.6

159.8

21.7

23.6

+3%

+9%

9MFY22

9MFY23

9MFY22

9MFY23

Rs. Crores

Includes Other Income

Q3 FY23 Consolidated Performance Highlights

Nippon Leakless Talbros

Marelli Talbros Chassis Systems

Talbros Marugo Rubber

s e u n e v e R

A D T I B E

19.7

21.0

55.2

42.8

19.8

13.0

+7%

+29%

+53%

Q3FY22

Q3FY23

Q3FY22

Q3FY23

Q3FY22

Q3FY23

4.7

4.0

6.1

4.1

+17%

+48%

Q3FY22

Q3FY23

Q3FY22

Q3FY23

1.30

-0.30

Q3FY22

Q3FY23

Rs. Crores

^ Includes Other Income

* 100% Share of JV

9M FY23 Consolidated Performance Highlights

Nippon Leakless Talbros

Marelli Talbros Chassis Systems

Talbros Marugo Rubber

s e u n e v e R

A D T I B E

68.5

55.7

155.1

115.3

56.0

37.6

+23%

+35%

+49%

9MFY22

9MFY23

9MFY22

9MFY23

9MFY22

9MFY23

15.0

12.4

15.6

11.4

3.20

+21%

+37%

0.80

+301%

9MFY22

9MFY23

9MFY22

9MFY23

9MFY22

9MFY23

Rs. Crores

^ Includes Other Income

* 100% Share of JV

Across varied segments…

* p u k a e r B c i t s e m o D

f o e p y T ( p u k a e r B

* ) t e k r a M

*Proportionate Share of JV

11%

37%

10%

26%

25%

22%

FY21

FY22

9MFY23

28%

36%

21%

2 & 3 Wheelers Passenger Vehicle HCV & LCV Agri & Off Loaders Others

26%

25%

FY21

23%

FY22

25%

9MFY23

64%

I I I

OEM Exports After Market Others

Q3 & 9M FY23 Consolidated Profit & Loss Statement

Particulars (Rs. In crores)

Revenue from Operations

Other Income

Total revenue from Operation

Raw Material

Employee Cost

Other Expenses

EBITDA

EBITDA Margin

Depreciation

EBIT

EBIT Margin

Finance cost

Share of Profit from JVs

Profit before Tax

Tax

Profit After Tax

PAT Margin %

Q3 FY23

Q3 FY22

158.5

1.1

159.7

86.4

17.2

32.2

23.8

14.9%

6.3

17.5

11.0%

3.3

3.0

17.3

3.5

13.7

8.6%

148.4

2.1

150.5

80.2

16.9

32.6

20.8

13.8%

5.5

15.3

10.2%

2.8

1.7

14.2

3.1

11.1

7.4%

Y-o-Y

14%

22%

24%

9MFY23

9MFY22

472.2

4.3

476.5

254.2

53.2

102.5

66.7

14.0%

17.9

48.8

10.2%

8.2

8.3

48.9

10.2

38.7

8.1%

429.2

5.8

435.0

228.9

49.2

96.6

60.3

13.9%

17.2

43.1

9.9%

9.0

5.3

39.4

7.2

32.2

7.4%

YoY

10%

11%

13%

24%

20%

MDs Comments

/ / I I

Commenting on the performance Mr. Anuj Talwar, Jt. Managing Director, Talbros Automotive Components Limited said:

“ The Company has reported strong financial performance in Q3 & 9M FY23. The company registered topline growth of 6% in Q3FY23 at Rs. 160 Crore. EBITDA and PAT have also grown by 14% and 24% to Rs. 24 crores and Rs. 14 crores, respectively. For 9MFY23 the company delivered topline growth of 10% to Rs. 477 Crores. EBITDA stood at 67 crore, a growth of 11% YoY and PAT stood at 39 Crore a growth of 20% YoY.

In FY23 The company has added new multi years orders over Rs. 1,000 crores from both, domestic and overseas customers across its business divisions, product segments and JVs. These orders are to be executed over a period of next 5 years. These orders will help us increase our share with existing customers and new customers across geographies thereby gaining market share in coming year.

The order spans across newly invested technologies such as heat shields for which we have secured new customers in the domestic PV space and exports. We have also received orders from a leading and established domestic OEM for the Electric Vehicles (EV) for over Rs. 160 crores over 5 years and we have received orders from new OEM customers in the non-automotive segment for export markets.

Talbros through its Joint venture Talbros Marugo Rubber has received orders worth Rs. 150 Crores for Rubber Hoses will be directly used to facilitate the E20 fuel mechanism from multiple passenger vehicle (PV) OEMs in India. The rubber hoses manufactured by Talbros are E20 compliant. This embarks Talbros’ journey towards sustainability.

The automotive sector is expected to level off to pre pandemic levels by FY24 and the demand sentiments for a majority of the automotive segments have remained healthy. CV segment continues its positive traction and its expected to come closer to a peak of over million units. The budget has been positive for the automotive sector and Talbros is well positioned to leverage all the opportunities.”

* Excludes Exceptional Items

^ Includes other income

I I I /

Substantial Improvement in Business

Total Income from Operations

EBITDA

Profit After Tax*

c 2

CAGR +29%

584.9

453.2

14.3%

14.2%

CAGR +29%

c ^

83.2

64.6

CAGR +84%

44.9

24.4

FY21

FY22

FY21

FY22

FY21

FY22

Return on Equity (RoE)

Return on Capital Employed (RoCE)

Debt / Equity

+ 910 bps

16.3%

11.0%

+ 920 bps

16.3%

12.1%

Debt has reduced by 31%

0.42

0.29

FY21

FY22

FY21

FY22

FY21

FY22

RoE = PAT / Avg. Equity ; RoCE = EBIT / Avg. Capital Employed (Equity + Total Debt)

All the ratios have been calculated on Consolidated Basis

* Excludes Exceptional Items

Hedged Portfolio…

9MFY23 - Revenue Contribution

NLK 5%

Forgings

26%

TMR 5%

MTCS 13%

Gaskets

52%

Segments

Product Portfolio

Market Exposure

▪ 2 Wheelers

▪ 3Wheelers

▪ Gaskets

▪ OEMs

▪ Heat Shields

▪ After Market

▪ Passenger Vehicles

▪

Forgings

▪ Commercial Vehicles

▪ Chassis Systems

▪ Agri / Off-Loaders

▪ Anti vibration

and Industrial

▪ Hoses

▪ Exports

▪ Others

Proportionate Share of JV

Having Diversified Customer base - Top 10 Customers

FY22

Maruti Suzuki India Limited

Bajaj Auto

TATA Cummins

Hero Motocorp Limited

Tata Motors Limited

BMW

Jaguar Land Rover Limited

DANA Italia

GKN Driveline Brunico S. P. A.

Suzuki Motors Gujarat Pvt. Ltd.

Including Total Share of JV

10%

9MFY23

Maruti Suzuki India Limited

11%

TATA Motors Limited

Jaguar Land Rover Limited

Bajaj Auto

Hero Motocorp

TATA CUMMINS

BMW

DANA ITALIA SRL

Hero Motorcycle & Scooter India Private Limited

Others

43%

Venturing into EV

FORGINGS

talbrfofe

Autenwtue Components

o Supplying parts

for Plug-in hybrid

Electric Vehicles to OEMs globally

talbr(ofe I

MARELLI

o Marelli Talbros is working on new RFQ’s for several Indian and global OEM’s for supporting development of future EV’s

o Marelli Talbros Supplies Critical Suspension Components to EV’s

1—

Image is for illustrative purpose only

Gasket Business

Standalone – Total Income

292

333

265

287

382

316

FY18

FY19

FY20

FY21

FY22

9MFY23

Segment wise Break Up*

9MFY23 OEM Breakup*

17%

70%

10%

32%

13%

16%

28%

Export

After Market

OEM

Others

2&3 Wheeler

Passenger Vehicle

MHCV

LCV

Agri and Off Loader Others

▪

In – House tool design and manufacturing

~40% Market share in Gaskets 3x the nearest competitor

Market Leader in – Two Wheeler, Agri & Off Loaders, HCV & LCV segment

Single Source Supplier for 5 of our customers

100% Asbestos Free player

Export orders from established international brands

Introduced dedicated Heat Shield line: critical for heat, sound and vibration insulation

▪ ▪ ▪

Hero Motor Corp HMSI India Yamaha

Signed up exclusive contract with SANWA for Light Weight Aluminium Heat Shields which is used for automotive applications specially in PV segment and is a futuristic product technology

Value added features like Noise Reduction, Emission Control, Heat Insulation at challenging temperatures and is a widely used on new generation engines including Hybrid and EVs

This product will be of a strong support to OEMs in building BS-VI products

Standalone Business – Forgings

Standalone – Total Income

166

170

134

115

204

160

FY18

FY19

FY20

FY21

FY22

9MFY23

Segment wise Break Up*

9MFY23 OEM Breakup*

51%

42%

15%

67%

OEM

Exports

Others

2&3 Wheeler

LCV

Agri and Off Loader Others

▪

▪ ▪

▪ ▪ ▪

One stop solution for Hot Forging

(750 to 2,500 Ton Press)

In-House tool design and manufacturing

Strong presence in Overseas Market & Supplier to top Tier I companies

One Stop Solution for Die Design, Machine parts and Heat treatment (Normalizing and Carbohydrizing)

Revenue for 9MFY22 stood at Rs 161 Cr

Received order worth Rs. 25 cr to be delivered in FY22 for Plugin Hybrid EV Hero Motor Corp Installation of 2,500 Ton Press completed HMSI In discussion with various Indian & European Tier 1 Customers for India Yamaha heavier forging products Started supplies for the order received from a European OEM

▪ ▪ Moving towards heavier forged parts ▪

Currently, this segment is gaining momentum in both Domestic and overseas market

Products - Various Types

▪ ▪ ▪

King Pins Gear Blanks Housing & Yoke Shafts

▪ ▪ ▪

Dump End Retaining Plate Companion Flange

Strong Global Partnerships - Joint Ventures

o talbrfofe II MARELLI

talbrfofe

Autenwtue Components

Nippon Leakless Talbros Pvt Ltd (NLK)

Talbros Marugo Rubber Pvt Ltd (TMR)

^ y NIPPON LEAKLESS CORPORATION

▪

Nippon Leakless Corporation (Japan) - One of the largest global manufacturers of gaskets and a major Supplier for Honda

Established in 2005 with 40% Talbros Share

100% Sales to OEMs to Honda and Hero

▪

Marelli Talbros Chassis Systems Pvt Ltd (MTC)

50:50 partnership commenced production in April 2012

▪ Magneti Marelli S.p.a (Milano) - A Fiat group company with annual revenue of over € 6 Bn

izn

Significant share of Control Arms business from Maruti Suzuki and Tata

100% Sales to OEMs

PRODUCTS

▪

▪ Marugo Rubber Industries Ltd (Japan) - Global leader in supply of Anti-Vibration Product and Hoses

50:50 partnership commenced production in February 2013

100% Sales to OEMs predominantly Maruti Suzuki

▪ ▪ ▪

Control Arms Front Axle Rear Axle

▪ Engine Mounts ▪ Strut Mounts ▪ Mufflers & Hangers

▪ ▪ ▪

Suspension Bushes Rubber Bushes Hoses

KEY CUSTOMERS

▪ Maruti Suzuki India ▪ Jaguar Land Rover ▪ Suzuki Motors Ltd ▪ Magna Steyr Fahrzeugtechn ▪

Bajaj Auto

▪ Maruti Suzuki ▪ QH Talbros ▪

Daimler India Commercial Vehicle Pvt Ltd, Tamilandu Suzuki Motors Gujarat Pvt Ltd

▪

Gaskets

▪ ▪ ▪ ▪ ▪

Hero Motor Corp HMSI India Yamaha Honda Car India Honda Siel Power Products

JV’s Performance Highlights - Total Income from Operations

Nippon Leakless Talbros

Marelli Talbros Chassis Systems

Talbros Marugo Rubber

122.1

83.4

74.2

106.0

M i l l

FY19

FY22

FY20

FY21

68.0

9MFY23

129.7

136.8

124.3

164.6

FY19

FY20

FY21

FY22

45.8

52.0

41.0

155.0

l l l l

9MFY23

FY19

FY20

FY21

54.7

56.0

FY22

9MFY23

99%

0% 1%

16%

77%

37%

11%

52%

OEM

Exports

Others

OEM

Exports

Others

OEM

Exports

Others

Rs. Crores

Including Total Share of JV

About Us

One of the Most Hedged Auto Component Players

Over 6 Decades of experience in Auto Component manufacturing

Diversified Auto Component player with presence across Two Wheelers, Passenger, Commercial Vehicles and Farm Equipment's

Wide client base, ~40% revenue from top 5 clients

Businesses across OEMs, Exports and After Market

Four International Technology Tie-ups including 3 JVs for Best in Class Products

Diversified Portfolio - Gaskets, Forgings, Suspension Systems, Anti-vibration Products & Hoses

Consistent Dividend Pay-out over 50 years

Leadership Team driving Growth & Profitability

Anuj Talwar – Joint Managing Director

Is a Bachelor in Business Administration from college of William & Mary, Virgina, USA and Master of Business Administration from Boston University Graduate School of Management. He has been associated with the Company since 2008. He has over 16 years of rich experience in the Corporate Finance, Credit analysis and Auto Industry, coupled with his extensive knowledge, expertise in Business Development, International Marketing, General Management and focus on new tech. Mr. Anuj Talwar is looking after the performance and business growth of the Company and its Joint Ventures on regular basis. He has been successfully able to streamline – products, people perception and positioning of the Company.

Navin Juneja – Director & Group CFO

Is a B.Sc. (Mathematics) and Chartered Accountant (FCA). He is working as Finance Head of Talbros Group as its Group CFO. He is also a Director on Board of the Company. He advises the Company, its Joint Ventures and other Group Companies on Financial Management and Corporate Planning. He has more than 36 years of rich experience in Finance, Accounts, Treasury, Taxation and General Management. He has extensive experience in the development and implementation of strategic business plans.

Board of Directors

Mr. Naresh Talwar

Chairman

Mr. Varun Talwar

Joint Managing Director

Mr. Navin Juneja

Director

Mr. Deepak Jain

Independent Director

Mr. Amit Burman

Independent Director

Mrs. Priyanka Gulati Independent Director

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i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i

i i i i i i i

i i i i i i i i i i i i i i i i i i i i i i i i i i i i

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• Mr. Naresh Talwar, aged 80 years, is a Promoter and Non- Executive

Chairman of the Company. He has been associated with the Company since 1976. He was elected as Chairman of the Company on April 01, 2000.

• He is a graduate from St. Stephen College, Delhi University, having rich

experience in the automotive components industry for more than 53 years.

• Mr. Varun Talwar, aged 51 years, has done BS in Business Administration from Drexel University, Philadelphia USA. He has been associated with the Company since 2006.

• Worked overseas with Stoffel Seals Corporation i.e. a New York (NYC)

based Company besides American Express Bank (NYC). Has more than 24 years of experience in the IT, Auto Components & Health Care Industry

• Mr. Navin Juneja, aged 63 years, is a B.Sc. (Mathematics) and Chartered Accountant (FCA). He is working as Finance Head of Talbros Group as its Group CFO

• Advises various companies on financial management and corporate planning. He had more than 36 years of rich experience in Finance, Accounting and Strategic Planning

Mr. Deepak Jain has been appointed as an Additional Director w.e.f. 29th December, 2021. Mr. Deepak Jain is the Chairman & Managing Director of Lumax Industries Limited. An alumnus of Illinois Institute of Technology, USA in Operations Management and International Business, Mr Deepak Jain has experience of more than 20 years in the automotive industry.

• Mr. Amit Burman, aged 51 years, has done MBA from University of Cambridge, UK and MSC in Industrial Engineering from Columbia University. He is an Independent Director on the Board of the Company • Has 24 years of rich experience. He has worked with Colgate Palmolive, Tishcon Corporation, NYC, USA. He is currently serving as Chairman of Dabur India Limited

• Ms. Priyanka Gulati, aged 43 years, is a member of the Institute of

Chartered Accountants of India. She is an Independent Director on the Board of the Company. Has more than 20 years of rich experience in management consulting & entrepreneurship. She has been associated with tier-1 consulting firms Accenture Management Consulting and Deloitte. She is also the founder and Director of Manthan Advisors

Mr. Umesh Talwar

Vice Chairman & MD

Mr. Anuj Talwar

Joint Managing Director

Mr. Vidur Talwar

Non-Executive Director

Mr Anil Kumar Mehra Independent Director

Mr. Tarun Singhal

Independent Director

Mr. Ajay Kumar Vij

Independent Director

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I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I

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• Mr. Umesh Talwar, has done B.Com (Hons) from Delhi University and MBA from XLRI, Jamshedpur. He has more than 44 years of rich experience in the automotive components industry. Associated with compnay since 1977 • Mr. Umesh Talwar is one of the Promoters of the Company and has been managing the affairs of the company as its Vice Chairman & Managing Director (VCMD) since 2000

• Mr. Anuj Talwar, aged 40 years, is a Bachelor in Business Administration from college of William & Mary, Virgina, USA and Master of Business Administration from Boston University Graduate School of Management • Associated with the Company since 2008. He had over 16 years of rich experience in the Corporate Finance, Credit analysis and Auto Industry

• Mr. Vidur Talwar, aged 49 years has done B.S. in Business Administration

and MBA in Finance from Drexel University, Philadelphia, PA

• Responsible for day-to-day operations of T&T Motors, dealers for Mercedes

Benz. He has more than 25 years of rich and varied experience in automotive components industry

• Mr. Anil Kumar Mehra, aged 76 years, is a Bachelor in Commerce (Hons.)

from Sri Ram College of Commerce, Delhi University. He is a fellow member of the Institute of Chartered Accountants of England and Wales and ICAI. • He is an Independent Director on the Board of the Company. He had over 39 years of rich experience in Statutory Audit, Internal Audit, Management Audit & Special Investigative Audit

• Mr. Tarun Singhal, aged 63 years, is a B. Tech (E.E) from the Indian

Institute of Technology, Kanpur and is a retired top level executive with more than 41 years’ of experience including 22 years in the automotive industry in India and abroad. He is an Independent Director on the Board of the Company. Currently, he is a consultant providing consultancy to clients in the Auto Industry

• Mr. Ajay Kumar Vij, aged 60 years, has done MBA from Punjab University,

Chandigarh, India. He is an Independent Director on the Board of the Company

• Co-Founder and CEO of Asian Healthcare Fund (AHF). He has wide

experience in identifying promising business opportunities, developing growth strategy, structuring global expansion and alliances

Executive Management

Mr. Manish Khanna

Mrs. Seema Narang

Chief Financial Officer A Qualified CA and MBA, he has over 17 years of experience with LeeBoy India Constructions, Doosan Infracore, Escorts Construction Equipment and Amforge Industries

Company Secretary She has over 29 years of experience in the secretarial department and has worked with Whirlpool of India and Aksh Optifibre Ltd

Mr. Suresh Sharma

Mr. Vivek Singh

President Operations – Gaskets Division He is an engineer and MBA (Operations). He has over 25 years of experience in the Auto Components sector and has worked with Munjal Showa, Endurance, JBM Auto and Omax Auto

President – Forging Division He holds a Mechanical Engineering degree and has a rich experience in manufacturing of more than two decades in varied sectors including Auto & Auto component, Railway signalling & Telecom, Geo Info Systems & IT technology and Powertrain.

Mr. Akira Iijima Managing Director – Nippon Leakless Talbros Pvt. Ltd. He holds diploma in engineering and has experience of 15 years working in the Gasket Industry. He has been associated with Nippon Leakless for over a decade. He is appointed as MD of Nippon Leakless Talbros Pvt Ltd WEF 1st March, 2021

Mr. Ashish Gupta

CEO – Magneti Marelli Talbros Chasis System Pvt. Ltd. He holds a BE degree and has over 24 years of experience with manufacturing companies in India, Europe & CIS

Mr. Toshiya Morimoto

Managing Director – Talbros Marugo Rubber Pvt. Ltd He is an Engineer and has an experience of over 37 years and has worked with Sanyo Electric Co. Limited

Scope of Joint Ventures

Strut Mount

Steering Bush

Fuel Hose

Rear Twist Beam Axle

Front Cross Members

Engine Mount

Suspension Arms Bush

Air Hose

Control Arms

Knuckles

Exhaust Hanger

MMT Existing Business

MMT Planned for Future

TMR Existing Business

TMR Planned for Future

Wheel Group + Corner Module

Evolving Product Portfolio

Revenue FY07

Gasket 100%

JV with Marugo Rubber

Evolution Continues...

JV with Magneti Marelli

Hoses

Acquired Sheet Metal, Entry into Forgings, JV with NLK - Gaskets

TA with SANWA

Anti Vibration Products

Chassis Systems

Heat Shields

Heat Shields Revenue FY22

Heat Shields

TAA with Nippon Leakless

Sheet Metal

Market Leader in Gaskets

Forgings

Non Asbestos Gaskets

Anti-Vibration and Hose Sheet Metal 4%

Suspension Forgings System 11%

Non Asbestos Gaskets

Forging 28%

Sheet Metal

Gasket 57%

Forgings

Non Asbestos Gaskets

Gasket

1956

Gasket

2005

Gasket

2007

2009

2011

2013

Gasket

2014

Diversified Customer - OEM

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GKN Driveline

MAXIFORCE

VOLVO

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MARUTI SUZUKI

FORCE

Equity

Consistently paying Dividend for the decade

1.2

1.5

1.8

In Rs.

2.5

2.0

0.5

FY11

FY12

FY13

FY14

FY15

FY16

FY17

FY18

FY19

FY20

FY21

FY22

41.6%

44.5%

45.6%

46.3%

51.5%

53.9%

54.0%

56.6%

58.2%

Promoter Shareholding

Jun-10

Jun-11

Jun-12

Jun-13

Jun-14

Jun-15

Jun-16

Dec-16

Mar-17

Mar-18

Mar-19

Mar-20

Mar-21

Mar-22

Appreciation From Customers

General Motors Company 30001 Van Dyke Avenue Warren, Ml 48083 www.gm.com

Dear Supplier,

Congratulations for being awarded our GM Supplier Quality Excellence Award for the 2019 calendar year! As previously communicated in the award notification letter sent out in March, this year we are distributing certificates instead of award plaques due to the unprecedented events with COVID-19. In order to speed up the process (due to on-site office access limiting the ability to send hard copies),certificates will be distributed electronically to the awarded manufacturing location by your assigned GM SQE.

Congratulations again for your outstanding performance in 2019 and for being a valued partner. We thank you for your continued understanding and support during these unprecedented times.

Warm regards,

KCcharcLVemuynch Richard Deniuynck,

Executive Director, Global Supplier Quality & Development

^ ASHOK LEYLAND

CERTIFICATE OF APPRECIATION

This Certificate is awarded to

TALBROS AUTOMOTIVE COMPONENTS LTD

(HARYANA )

We congratulate and appreciate your persistent efforts in maintaining higher levels of capability and performance and being in QUAD A for the period Q3 of FY20 . We look forward to your continued efforts to achieve benchmark levels of quality performance.

Mr C R»}endran Head - Supplier Quality

Mr Vh/ek Agrawal Head - Procurement

G E U E U L M O T O R S

Supplier Quality Excellence Award 2019 Presented to: TALBROS AUTOMOTIVE COMPONENTS LTD 650061286

For your outstanding 2019 performance to General Motors.

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Rick Demuynck Executive Director Supplier Quality & Development 01/01/2020

Jewel Shi Jewel Shi Director GM International Operations 01/01/2020

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Customer Awards for Best Performances

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ACMA Atmanirbhar Excellence Awards 2022

Award from Jaguar Land Rover for Gasket Business 2022

Award from Jaguar Land Rover for Forgings Business 2022

Quality improvement contest award –Kirloskar Oil Engines Ltd 2021

JLKR-Q certificate-2021

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Quality improvement contest award – Kirloskar Oil Engines Ltd. 2020

Appreciation certificate for NPD support –Cummins 2020

Appreciation award for NPD support –Cummins 2020

ACMA 16th Quality Circle Competition 2019

HR Association India Gold Award 2019

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Toyota Kirloskar Zero Defect Supplies 2018

11th CII National Competitiveness & Cluster Summit 2018 Kaizen Award – 2nd

Toyota Kirloskar Achieving targets in Quality 2018

PNGI HR Excellence Award 2018

Eicher Engine Supplier Meet 2018

For further information, please contact:

Company :

Investor Relations Advisors :

talbrfofe

Automotive Components\.

geostrategic Growth Advisors

Talbros Automotive Components Ltd. CIN: L29199HR1956PLC033107

Strategic Growth Advisors Pvt. Ltd. CIN: U74140MH2010PTC204285

Ms. Seema Narang seema_narang@talbros.com

Mr. Deven Dhruva/ Ms. Hinal Kothari deven.dhruva@sgapl.net/ Hinal.Kothari@sgapl.net

www.talbros.com

Tel: +91 98333 73300/ +91 99301 33428 www.sgapl.net

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